Caleb Pickering (CRD# 7446595) is an Investment Advisor Representative working at Cuso Financial Services in Springfield, OR and has 1 year of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jan 2024 - Current | < 1 |
| Selco Community Credit Union | Exton, PA | Jan 2024 - Current | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Aug 2022 - Jan 2024 | 1 |
| Selco Community Credit Union | Springfield, OR | Aug 2022 - Jan 2024 | 1 |
| Retirement Planning Group | Eugene, OR | Oct 2021 - Aug 2022 | < 1 |
| Selco Community Credit Union | Eugene, OR | Apr 2021 - Oct 2021 | < 1 |
| Full-time Education | Eugene, OR | Sep 2020 - Apr 2021 | < 1 |
| Togo's Eateries, LLC | Eugene, OR | Oct 2020 - Jan 2021 | < 1 |
| Beacon Building Products | Eugene, OR | Apr 2020 - Sep 2020 | < 1 |
| Togo's Eateries, LLC | Eugene, OR | Oct 2019 - Apr 2020 | < 1 |
| Full-time Education | Eugene, OR | Sep 2019 - Apr 2020 | < 1 |
| Beacon Building Products | Eugene, OR | Apr 2019 - Sep 2019 | < 1 |
| Togo's Eateries, LLC | Eugene, OR | Dec 2018 - Apr 2019 | < 1 |
| Full-time Education | Eugene, OR | Sep 2018 - Apr 2019 | < 1 |
| Beacon Building Products | Eugene, OR | Apr 2018 - Sep 2018 | < 1 |
| Full-time Education | Eugene, OR | Sep 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- OR
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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